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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,471 | $99,079+67.0% | $78,002+112.1% | $273,972-39.6% |
| Participation rate | 95.8% | 78.6%+17.3pp | 75.5%+20.3pp | 83.0%+12.8pp |
| Annual return | 11.67% | 217.93%-206.3pp | 425.99%-414.3pp | 41.46%-29.8pp |
| Employer contribution / active EE | $1,010 | $3,308-69.5% | $2,470-59.1% | $4,869-79.3% |
| Participant deferral / active EE | $3,929 | $4,306-8.8% | $3,497+12.4% | $5,287-25.7% |
| Admin fee / account holder | $5,078 | $8,954-43.3% | $5,481-7.3% | $10,133-49.9% |